Purchases and Sales Made in Q2 2025 in Service Properties Trust (SVC)
This table provides information about the institutional ownership of Service Properties Trust (SVC) during Q2 2025. The information is specifically focused on institutions that hold shares of Service Properties Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.81K+ 13.8% |
$3.22K - $4.75K
|
14.9K
$40.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 55.29% |
$2.8K - $4.14K
|
4.42K
$11.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.41KNew |
$2.51K - $3.7K
|
1.41K
$3.8K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.23K+ 13633.33% |
$2.18K - $3.23K
|
1.24K
$3.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 2.38% |
$1.9K - $2.81K
|
46K
$124K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
959New |
$1.71K - $2.52K
|
959
$2.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
930+ 0.98% |
$1.66K - $2.45K
|
95.5K
$258K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
546New |
$972 - $1.44K
|
546
$1.47K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$890 - $1.32K
|
500
$1.35K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
464New |
$826 - $1.22K
|
464
$1.25K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
449New |
$799 - $1.18K
|
449
$1.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
426+ 45.71% |
$758 - $1.12K
|
1.36K
$3.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
425+ 188.89% |
$757 - $1.12K
|
650
$1.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
347New |
$618 - $913
|
347
$937
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
322New |
$573 - $847
|
322
$869
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
319+ 1.92% |
$568 - $839
|
16.9K
$45.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
273New |
$486 - $718
|
273
$737
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
268+ 7.73% |
$477 - $705
|
3.73K
$10.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
268New |
$477 - $705
|
268
$724
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
200+ 0.87% |
$356 - $526
|
23.3K
$63K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
197+ 1.15% |
$351 - $518
|
17.4K
$46.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
175New |
$312 - $460
|
175
$473
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
125+ 211.86% |
$223 - $329
|
184
$497
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
62+ 0.02% |
$110 - $163
|
287K
$774K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
49+ 0.44% |
$87.2 - $129
|
11.1K
$29.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
37+ 0.25% |
$65.9 - $97.3
|
14.7K
$39.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
28New |
$49.8 - $73.6
|
28
$75.6
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.19% |
$21.4 - $31.6
|
6.35K
$17.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 5.71% |
$3.56 - $5.26
|
33
$89.1
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-55- 4.58% |
$97.9 - $145
|
1.15K
$3.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-97- 13.92% |
$173 - $255
|
600
$1.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-157- 1.29% |
$279 - $413
|
12K
$32.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-158- 13.67% |
$281 - $416
|
998
$2.69K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-194- 0.19% |
$345 - $510
|
101K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-207- 1.58% |
$368 - $544
|
12.9K
$34.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-217- 1.17% |
$386 - $571
|
18.3K
$49.5K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-300- 40.11% |
$534 - $789
|
448
$1.21K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-320- 0.23% |
$570 - $842
|
141K
$380K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-384- 3.5% |
$684 - $1.01K
|
10.6K
$28.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-640- 62.56% |
$1.14K - $1.68K
|
383
$1.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-747- 22.35% |
$1.33K - $1.96K
|
2.6K
$7.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-795- 5.34% |
$1.42K - $2.09K
|
14.1K
$38.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.04K- 5.47% |
$1.86K - $2.74K
|
18K
$48.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1.09K- 45.42% |
$1.94K - $2.87K
|
1.31K
$3.54K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.16K- 64.35% |
$2.06K - $3.04K
|
640
$1.73K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-1.2K- 4.07% |
$2.14K - $3.16K
|
28.3K
$76.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.52K- 1.03% |
$2.71K - $4.01K
|
146K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 56.34% |
$2.97K - $4.39K
|
1.29K
$3.49K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.9K- 1.63% |
$3.38K - $5K
|
115K
$310K
|